CAPTRUST Financial Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $4.96M | Sell |
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|
2022
Q2 | $5.3M | Buy |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $4.94M | Sell |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $4.89M | Sell |
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|
2020
Q3 | $5.16M | Sell |
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|
2020
Q2 | $5.73M | Sell |
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|
2020
Q1 | $11.6M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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|
2019
Q3 | $2.87M | Sell |
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|
2019
Q2 | $11.6M | Buy |
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|
2019
Q1 | $921K | Sell |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $851K | Sell |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.69M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $777K | Sell |
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|
2016
Q4 | $3.18M | Buy |
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|
2016
Q3 | $165K | Sell |
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|
2016
Q2 | $687K | Hold |
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|
2016
Q1 | $684K | Buy |
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|
2015
Q4 | $185K | Sell |
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|
2015
Q3 | $221K | Buy |
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|
2015
Q2 | $220K | Buy |
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|
2015
Q1 | $221K | Sell |
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|
2014
Q4 | $759K | Sell |
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|
2014
Q3 | $1.17M | Buy |
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|
2014
Q2 | $806K | Sell |
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|
2014
Q1 | $1.01M | Buy |
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|
2013
Q4 | $903K | Buy |
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|
2013
Q3 | $768K | Sell |
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|
2013
Q2 | $948K | Buy |
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